Monograph Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $353K | Hold |
|
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|
2024
Q2 | $343K | Hold |
|
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|
2024
Q1 | $351K | Hold |
|
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|
2023
Q4 | $350K | Buy |
|
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $350K | Hold |
|
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $311K | Hold |
|
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $326K | Buy |
|